Filed December 16, 2020 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,955 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,951 | $46,100+27.9% | $86,590-31.9% | $69,631-15.3% |
| Participation rate | 93.7% | 67.2%+26.5pp | 73.5%+20.1pp | 70.7%+23.0pp |
| Annual return | 18.35% | 21.02%-2.7pp | 964.84%-946.5pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,951 | $2,432+185.9% | $3,609+92.6% | $3,224+115.6% |
| Admin fee / account holder | $5 | $94-94.7% | $4,906-99.9% | $110-95.5% |